Thank you for installing the Engage app on your BigCommerce store.

Why Swym Engage app?

Shoppers rarely purchase on their first visit. Most will visit the site to browse products and leave, passively considering a product before they are ready to buy. According to a recent Adobe study, a returning visitor is 5 times more likely to convert, and buys 16% more items than a first-time visitor. Engage enables you to bring these high value shoppers back by removing every bit of friction and making it easier for them to buy. Engage intuitively organizes the shopper’s history across sessions, making it easily accessible on any device. It automatically surfaces the most relevant updates on those products right in the context of that same history – such as a price drop or a new review alert. Engage also includes our very popular Wishlist and back-in-stock alerts modules as core features.The app allows you to engage shoppers in highly targeted fashion by seamlessly integrating all that user context into your existing marketing tools. With just one app, you get the combined goodness of both those features and more.

We’ve made it simple to set up the app on your BigCommerce store via a wizard, here is a guide to walk you through the entire setup.

How to Install

As soon as you install ‘Engage’, you will be taken to a BigCommerce permissions page to allow us to access your store. Once you grant us access, the app setup wizard will automatically launch to help you configure the app. There are 5 steps in the Wizard – Plan selection, App settings, Wishlist settings, In-stock Alerts settings, Triggered Emails settings, and finally an activation step to publish the app live on your store.

Step 1: Plan Selection

As a first step you would be prompted to select a plan. Please choose the plan best suited to your needs based on the description provided. Since all our plans allow a 14 day free trial, we’d recommend picking the ideal plan that you think you’ll want so you can experience all the powerful features that the app provides. Once you’ve selected a plan for the app, you will be redirected to a so you can confirm the payment details – note that you will not be charged until after your free trial has elapsed and you do have the option to cancel at any time during the trial period. Upon confirming the payment details, you can continue configuring the app on the next page.

Step 2: App Settings

These are the general settings that will be reflected throughout your store.

COLOR : This is the default color that will be used on all the Engage UI components. Clicking on the color block will open up the color picker. You can either pick a color via the picker, or enter a hex code that matches the color scheme that you use in your store.

NAME : Name of what you want to call the Engage module on your store. This is the name that we will use to refer to your “Engage” on your store – and therefore, you’ll want to brand this module such that it appeals to your audience, i.e your loyal customer base.

TAGLINE : Tagline of what you want to call the Engage module through your store. This is the tagline that help your customer understand the purpose of the “Engage” on your store.

Click NEXT to move to the next step in the walkthrough.

This step is for configuring the entry point to the Engage app page.

LAUNCH POINT TYPE : You have 4 options for the launch point – you can configure this as it is exists, a menu item, a floating button or as a custom button.

    • Floating button is the default and is positioned on fixed places on the screen for Desktop, Tablet and Mobile (don’t worry, we’ve made sure the design is responsive and adapts itself to the device)
    • Menu item allows you to configure the entry point as a menu option in the navigation bar. Since every theme has the navigation differently, we show the instructions on how to enable it on your store.
    • Custom allows you to decide where you want the entry point to be on your BigCommerce site. Most customers prefer it in the top header bar right next to the cart icon since it is more aesthetic and logically grouped with other functionality in the header menu. A lot of our customers typically prefer this configuration for their Engage app, and shoppers find it more intuitive as well.

This step is for configuring what first time visitors would see when they open the Engage app page.

TITLE: The title of the message that you would like the first-time visitors to see. This is the title that would help 1st time visitors understand the purpose of the widget and therefore, you’ll want to brand this module such that it appeals to your audience.

MESSAGE: The message that you would like the first-time visitors to see. This is the brief description that would help these visitors understand how to use the widget as part of their shopping journey.

This step is for configuring the basic email settings, ensuring a connected email experience.

FROM NAME: The sender’s name you want to appear for mail communications sent to your customers by the app. We recommend using the same name that you are using in other email messages that you send to your customers

REPLY TO EMAIL: The email address that you want the message to be sent in case a customer responded to your email. This can be your default support email address or any other email address that you are using as part of other email messages.

STORE LOGO: The logo of the store as you want it to appear in the header of the email content. This helps in creating a better brand recognition.

Step 3: Wishlist settings

This step is for configuring the look & feel of your wishlist buttons on the product pages.

ENABLE/DISABLE: You can choose to enable/disable the wishlist functionality of Engage. In case, you choose to disable the wishlist buttons would not appear on your product pages. We recommend using this functionality since it helps get better user context & a consolidated view of the user journey.

In case you have enabled the wishlist functionality, the next steps help you configure how the “Add to wishlist” button should look in the Product pages. By default this “Add to wishlist” button will appear next to the ‘Add to cart’ button on the product page.

APPEARANCE: We give you options to choose from different button styles of how the “Add to wishlist” button should appear in the product pages. Here are the options

    • Icon + label as a button
    • Label as a button
    • Icon only
    • Icon + label as a hyperlink
    • Label as a hyperlink

Alternatively, you can choose to continue using the button on your theme by turning the ‘custom’ option off.

BEFORE ADDING TO WISHLIST TEXT: This is the text that appears on the wishlist button before the customer clicks on it. You are customize it to match your store style.

ADDED TO WISHLIST TEXT: Once the wishlist button is clicked by shopper to wishlist the product, This is the text that would start appearing on the button.

BEFORE BUTTON COLOR: You can use this option to define the color of the button that should appear by default.  Clicking on the color block will open up the color picker. You can either pick a color via the picker, or enter a hex code that matches the color scheme that you use in your store.

AFTER BUTTON COLOR: This  is the color of the button once the user has wishlisted a product. Clicking on the color block will open up the color picker. You can either pick a color via the picker, or enter a hex code that matches the color scheme that you use in your store.

WISHLIST COUNT: This is the counter that will display the count of how many users have added that particular product to their Wishlist and helps with social proof. 

Step 4: In-stock alert settings

This step is for configuring the look & feel of your “email me when available” buttons & form on the product pages where a variant is out-of-stock.

ENABLE/DISABLE: You can choose to enable/disable the in-stock alert functionality of Engage. In case, you choose to disable the ‘subscribe for alert’ button would not appear on your product pages. We recommend using this functionality since it helps get better user context & a consolidated view of the user journey.

In case you have enabled the In-stock alert functionality, the next steps help you configure how the “email me when available” button should look in the Product pages. By default this button will appear next to the ‘Add to cart’ button on the product page.

TEMPLATE: We give you options to choose from different button styles of how the “Email me when available” button should appear in the product pages. Here are the options

  • Icon + label as a button
  • Label as a button
  • Icon only

COLOR: This is the default color that will be used for the ‘email me when available’ button. Clicking on the color block will open up the color picker. You can either pick a color via the picker, or enter a hex code that matches the color scheme that you use in your store.

LABEL: This is the text that appears on the in-stock alert button that would open the ‘subscribe me’ form

FORM TYPE: You can choose how you would like the form to appear on your pages. Here are the options:

  • In-line form: A form with an option to enter the email-id would appear under your ‘add to cart’ button. The customer can directly enter his email-id & click on Subscribe.
  • Button: In case, you feel having a form on the page is not ideal for your store. You can choose to have a button appear on the page instead. Clicking the button will slide out the form onto the screen for the customer to enter his details.

BUTTON LOCATION: You can choose where you would like the button to be placed on the pages. Here are the options:

  • Next to the ‘add to cart’ button
  • Right of the screen
  • Left of the screen

Step 5: Triggered Email Rules

 This step is for configuring the type of personalized alerts/notifications that you would like to send to a customer. You can choose to enable/disable them based on your preferences

PRODUCT UPDATE RULES

  • Price Drop: Sends an email alert when the price is dropped on an item that the shopper is interested in, but has not purchased yet.
  • Back in Stock: Sends an email alert when a product that the shopper is interested in, but has not purchased yet, is back in stock.
  • Low Stock: Sends an email alert when a product that the shopper is interested in,but has not purchased yet is running low on inventory.
  • Trending: Sends an email alert when a product that the shopper is interested in,but has not purchased yet,  is gaining popularity among your customers.

You can choose to configure other types of notifications to further capture the attention of the customer.

ABANDONED CART: Send an email alert to the shopper has added to products to cart, but has not purchased them even after a certain time period.

ADDED TO WISHLIST: Send an email alert to the shopper has added to products to their wishlist, but has not purchased them even after a certain time period.

BROWSE ABANDONMENT: Send an email alert to the shopper has spent more than certain seconds on the page, but has not purchased them even after a certain time period.

Step 6: Activating Settings

Click on ‘activate’ to install the Engage app on your store & save the settings configurations.

You are all done !!! This is the last step in your Engage Wizard Setup

Note: We strive really hard to work seamlessly across all BigCommerce themes but some themes might need a bit of tweaking for the buttons to show up correctly. Please reach out to us if this is the case with your store’s theme, and we can quickly fix it. At any point during the setup, help is just a click away. If  you need our help with any aspect of the setup, because the options aren’t clear, or because the app doesn’t seem to be getting installed correctly on your theme, just click the EMAIL SUPPORT button on the bottom bar and one of our talented support agents will get back to you as soon as possible to help.

Helping e-commerce brands craft a more seamless experience for their customers



Helping e-commerce brands craft a more seamless experience for their customers

© 2019 Swym Corporation. ALL RIGHTS RESERVED. Swym Corporation 7700 Windrose Ave, Plano TX 75024

© 2019 Swym Corporation. ALL RIGHTS RESERVED.
Swym Corporation 7700 Windrose Ave, Plano TX 75024/p>